Shelley Backs

● Coordinates the work of the Job Bank & Directory Committee Chair, Sponsorships Chair, and Be The Cause Chair Committee Chair and convenes meeting with these committee chairs; reports on committee activities to Executive Committee.

Secretary

Kari Roll

Position Title: Secretary
Capacity: Executive Committee
Reports to: President
Key Responsibilities:
● Serves on Executive Committee.
● Takes minutes at chapter Executive and Board meetings and sends to President and Chapter. Administrator for edits; and to president for approval.
● At the direction of the President, disseminates reports, minutes, agendas and information to board members in advance of Executive and Board meetings.
● Maintains chapter files of correspondence and program materials.
● Leads process in adopting any new recommended chapter bylaws from IHQ (as needed).
● Responsible for implementing and adhering to Chapter Records Retention policy.
● Adheres to policies and board member responsibilities adopted by the board.
● Upon leaving office, transfers all records in current condition to the successor.

● Coordinates the work of the Membership Committee Chair, Diversity & Inclusion Chair, Affinity Groups Chair, and the Collegiate Chapter Committee and convenes meeting with these committee chairs; reports on activities to Executive Committee.

● Serves as the liaison to IHQ on membership and reports to Board and Committees on IHQ policies and issues.

● With Membership Chair, develops strategies for recruitment and retention that coordinate and optimize current activities of the chapter.

● Assures that letters are being sent welcoming new members each month any coordinates current brochures or mailers.

● Adheres to policies and board member responsibilities adopted by the board.

● Upon leaving office, transfers all records in current condition to the successor.

● Coordinates the work of the NPD Chairs, NPD Nominations Chair, Marketing/PR Committee Chair, and Public Policy Committee Chair; and convenes meetings with these committee chairs; reports on activities to Executive Committee.

● Serves as the liaison to IHQ on marketing and communications and reports to Board and Committees on IHQ policies and issues.

● Assures chapter adherence to the AFP International Branding policy.

● With Marketing/PR Chair, develops annual marketing plan to promote activities of chapter and educate community about AFP and philanthropy.

● Establishes policies and standards for all chapter graphics and communications and provides committee chairs and members with guidelines.

● Oversees appropriate and timely review of all chapter communications, printed materials, and web site content; provides or coordinates the edit and approval process with Chapter Administrator and President prior to dissemination.

● Develops and oversees implementation of best practices criteria for presenters regarding qualifications of presenter and appropriateness of topic as it relates to entry, mid, and senior level fundraising professionals.

● Annually evaluates and sets program focus that appeals to senior, mid, and entry level professionals.

● Adheres to policies and board member responsibilities adopted by the board.

● Upon leaving office, transfers all records in current condition to the successor.

● Recruits and enlists volunteer committee members; monitors the work of volunteers to ensure timely completion of assignments.

● With VP Communications, develops and implements a one­ year marketing plan for the Chapter including member communications, media coverage, event publicity, membership promotion, and other activities designed to raise the Chapter’s visibility and its stature in the community including management of the chapter’s Facebook, Twitter, and YouTube presence.

● Maintains and analyzes membership statistics and reports to the Board on a monthly basis.

● Monitors and evaluates use of incentives; e.g. lunch coupons and membership discounts.

● Serves as Chapter/IHQ liaison regarding membership issues.

● Works closely with IHQ to take advantage of all resources available to chapters; e.g. free annual membership campaign.

● Manages records on lapsed memberships and encourages membership committee members to make calls to past members identified as potential prospects for renewals.

● Makes contact with prospective new members and follows up with membership information.

● Works collaboratively with the Marketing Committee to communicate the value of membership to current and prospective members and the decision makers at their organizations who control funding for their membership payments.

● Works collaboratively with the Education Committee to ensure chapter educational offerings provide maximum value for all members.

● Works collaboratively with the Scholarship Committee to promote scholarships as a member benefit, and serves on or assigns committee members to serve on the Membership Scholarship selection committee.

● Attends Board meetings, retreats and monthly functions.

● Assists Chapter President with requests for membership­related activities.

● Assigns duties to committee members for the monthly meetings, including greeting attendees, welcoming new guests, and assisting Chapter Administrator as needed.

● Make membership forms and other relevant materials available at the registration table at the monthly meetings.

● Recruits and enlists volunteer committee members; monitors the work of volunteers to ensure timely completion of assignments.

● Provides chapter members, as mentees with the opportunity for a one year commitment to one­on­one assistance with a more experienced development professional. This will enhance their skills and knowledge as development professionals as well as be an enriching experience for the mentors.

● Track committee involvement of all mentees

● Recruits qualified mentors and eligible mentees to participate in the program.

● Reviews and modifies, as needed, application and evaluation forms.

● Communicates requirements of mentor/mentee relationships including length of pairings, number of meetings, and goals/objectives.

● Regularly communicates with and serves as an advisor to mentors and mentees to facilitate successful pairings.

Monthly Education Program Committee Co-Chair

Erin Blue

● Recruits and chairs Education Program Committee and ensures all Monthly Chapter programs and Web conferences are planned and executed.

● Work with the VP for Education to ensure that each educational session is well coordinated and well communicated with a focus on securing and coordinating venues, catering, AV, and communications to membership.

● Applies to CFRE International to ensure that chapter monthly luncheons programs qualify for CEUs.

● Identifies a speaker, coordinates date with other chapter activities, and work closely with fellow board to implement Annual Speaker Series or Keynote speaker.

● Works with the Chapter Administrator to send out monthly program notices by mail and e­blasts.

● Structures, coordinates, and oversees implementation of all aspects of Philanthropy Day Awards Celebration Luncheon including:

● Pre­-, day­ of-, and post-­event print and marketing materials

● Stage management and day­-of logistics

● Theme, food & décor

● Video production

● Script writing

● Signage

● Photographer

● Emcee

● Event run­ through

● Seating arrangements

● Event slide show

● Post­ event follow­-ups, acknowledgements, invoices, etc.

● Works with all other chapter committee chairs/chapter officers and chapter administrator to ensure event tasks are accomplished and goals and objectives are met; upholds open lines of communications.

● Serves on or selects representative to serve as a liaison to the NPD Nominations Committee and the Sponsorship Committee.

● Issues RFP for event vendors and serves as the liaison with event vendors.

● Seeks information on NPD best practices from IHQ.

● Produces a smooth ­running, inspiring event that will honor the award recipients, raise the visibility of philanthropy in the community, and showcase the professionalism of the Central Ohio AFP Chapter.

National Philanthropy Day Committee Chair-Elect

Suzie Childs

● Works with current NPD Committee Chair to support them in their role as event lead, participating in all of the same facets of planning, with the intention of providing continuity and superb leadership when the chair elect takes the lead one year later.

● Participate in regularly scheduled Committee meetings.

● Monitor the work of volunteers to ensure timely completion of assignments.

● Monitor the chair’s detailed timeline and calendar for all related NPD activities.

● Serves on the NPD Nominations Committee and the Sponsorship Committee.

● Seeks information on NPD best practices from IHQ.

● Adheres to policies and board member responsibilities adopted by the board.

● Upon leaving office, transfers all records in current condition to the successor.

● With committee, communicates with honorees to secure invitation lists, bios, photos, video representatives, post­event correspondence, etc., acting as the consistent point of contact for all honorees and nominating organizations.

● Recruits and enlists volunteer committee members; monitors the work of volunteers to ensure timely completion of assignments.

● With input for appropriate committees, develops levels and benefits of recognition for sponsorship contributions to support programs of the Central Ohio AFP Chapter, including those affiliated with National Philanthropy Day, Partners in Philanthropy, monthly luncheon meetings, quarterly e­newsletters, etc.

Erika Gable

Become familiar with the AFP Central Ohio’s Vision & Guidelines for Affinity Groups.

Maintain relationships with Affinity Group Chairs to have a general understanding of how their group is faring (member satisfaction, level of engagement, upcoming activities).

Attend at least one activity of each Affinity Group per year.

Ensure that Affinity Group Chairs have succession plans to cultivate new Affinity Group Chairs to take their place as needed.

Help Affinity Group Chairs bring their requests to the Board. This includes but is not limited to: requests to start up a new Affinity Group, requests for financial or administrative support for special programs, etc.

Lead chapter efforts to monitor Affinity Group success. This could include conducting surveys, roundtables, etc. to ensure the Affinity program is meeting the strategic goals of the Chapter.

Chapter Administrator

Ex-Officio Board Member & Chapter Administrator

Dale Abrams

Serving on the AFP Central Ohio Board of Directors is a wonderful opportunity to expand your leadership skills, increase your visibility within the philanthropic community, network closely with some of central Ohio’s most respected fundraisers, and make new friends while “giving back” to the chapter and our profession.

The Committee on Directorship welcomes your self-nomination. Details for 2020 board service will be available late summer.

Only complete applications from AFP members in good standing will be considered. The Committee on Directorship will consider a number of factors when preparing the slate of candidates for the Board of Directors, including: overall diversity; geographic and sector representation; continuity of service to the nonprofit sector; service to, and involvement with, the Chapter.